+432.3%
ASX vs IRM
+189.3%
+243.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.5% |
| 7D | -0.7% | -0.5% | -0.3% | -0.5% |
| 30D | +2.0% | -8.1% | +10.1% | +6.0% |
| 3M | -1.3% | -9.7% | +8.3% | +3.4% |
| 6M | +71.4% | +10.0% | +61.4% | +65.1% |
| YTD | +135.3% | +43.0% | +92.3% | +102.7% |
| 1Y | +267.5% | +32.7% | +234.8% | +224.5% |
| 3Y | +388.5% | +102.7% | +285.8% | +242.0% |
| All | +432.3% | +189.3% | +243.0% | +190.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded IRM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling